Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Serving your existing client base well is perhaps the best way to grow your business. Evaluate your client service model and see if there are some areas that require attention.
Horsesmouth Essential: Don’t let these stumbling blocks get in the way of making quality connections and generating referrals that will actually lead to business.
What's Working Now: This advisor created a detailed client meeting outline to make his meetings with clients more productive. The structured meetings help build trust, earn introductions, and pave the way for well-attended client events.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025